First Trust Emerging Markets AlphaDEX Fund
FEM
113 hedge funds and large institutions have $333M invested in First Trust Emerging Markets AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 11 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 34
0.45% more ownership
Funds ownership: 75.15% → 75.6% (+0.45%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $335M → $333M (-$2.49M)
3% less funds holding
Funds holding: 117 → 113 (-4)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$7.34M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.37M |
| 4 |
Morgan Stanley
New York
|
+$1.23M |
| 5 |
Jane Street
New York
|
+$932K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$5.25M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$4.51M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.94M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.75M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.66M |
FEM Hedge Fund Activity: Q3 2024 in Review
113 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets AlphaDEX Fund (FEM) for Q3 2024, worth a combined $333M — down 0.74% from $335M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FEM and 8 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 59 added.
The largest buyer was Old Mission Capital, adding an estimated $7.34M. The largest seller was Cetera Investment Advisers, cutting an estimated $5.25M.
- 113 institutional investors held First Trust Emerging Markets AlphaDEX Fund (FEM) as of Q3 2024, down from 117 in Q2 2024.
- Funds reported $333M of First Trust Emerging Markets AlphaDEX Fund stock for Q3 2024, down 0.74% quarter-over-quarter.
- 8 funds opened new First Trust Emerging Markets AlphaDEX Fund positions in Q3 2024 and 11 closed out, a net change of -3 holders.
- The largest First Trust Emerging Markets AlphaDEX Fund buyer in Q3 2024 was Old Mission Capital, an estimated $7.34M added.
- The largest First Trust Emerging Markets AlphaDEX Fund seller in Q3 2024 was Cetera Investment Advisers, an estimated $5.25M sold.
Based on aggregated 13F filings for Q3 2024.